Eric Thomas
Clarity Capital Management · Portland, Oregon
Eric Thomas is a fee-only financial advisor at Clarity Capital Management in Portland, Oregon, who holds the CFP credential. Eric charges a percentage of assets and an ongoing planning fee (ongoing planning from $5,000 a year and 0.5%–0.95% a year of assets managed) and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | Clarity Capital Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 0.5%–0.95% a year of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $84.4M across 461 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 5539499 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | claritycapitalmgmt.com |
| Profile |
How Eric's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Oregon median of $5,000 for fee-only firms that publish prices.
- Clarity Capital Management's average account is about $183,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Eric
Is Eric Thomas a fee-only financial advisor?
Yes. Eric Thomas is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.
How does Eric charge for financial advice?
Eric charges a percentage of assets and an ongoing planning fee.
How much does Eric charge?
According to Clarity Capital Management's website, checked October 28, 2026: ongoing planning from $5,000 a year; 0.5%–0.95% a year of assets managed.
Does Eric work with clients virtually?
Yes. Clarity Capital Management says on its website that it works with clients remotely.
Where is Eric Thomas based?
Eric Thomas is based in Portland, Oregon.
What does Eric specialize in?
Eric's specialties include tax planning and retirement planning.
What credentials does Eric Thomas hold?
Eric Thomas holds the CFP credential.
Is Eric Thomas registered with the SEC?
Yes. Eric Thomas is registered as an investment adviser representative in OR and WA (CRD 5539499), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Clarity Capital Management manage?
Clarity Capital Management reports $84.4M across 461 accounts in assets under management.
How do I contact Eric Thomas?
Through Eric's website, claritycapitalmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Clarity Capital Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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